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Location
Oxford, Oxfordshire
Posted
05/05/2016 (20:09) 
Company
Job Type
Contract 
Description

Would you describe yourself as a Progressive Financial Advisor? Is the customer and their dreams at the heart of all of your business? If you can answer yes to these questions then this exciting opportunity could be for you.

Our Client is looking to engage with Advisors to discuss their self-employed proposition.
This is a fantastic opportunity to join a highly reputable directly authorised Independent Financial Advisor (IFA) firm, whose consultants are committed to working with clients to help them to identify, prioritise and achieve their key financial goals and dreams.

You will enjoy a number of qualified leads every month from 3 of…

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Job Type
Contract 
Applications
Less than 10
 
Featured Jobs
Salary/Rate
£25,000 - £35,000/annum 
Location
Belfast
Posted
16/05/2016 (16:56) 
Company
Job Type
Permanent 
Description

Our client is a well known Financial Firm based throughout the UK. They are currently seeking an Independent Financial Advisor/Partner to join their team here in Belfast. If you are looking to join a firm that has client excellence and contact and that will invest in your IT, training and the essential financial tools this is the job for you.

Role:

*

You will be providing advice and developing business from an existing client base.
*

Offer clients/potential clients a wide range of financial services that are suitable for their needs
*

Deal with a broad range of private clients.
*

Developing new business by selling the company services…

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Salary/Rate
£40,000 - £60,000/annum various benefits packages 
Location
York
Posted
10/05/2016 (17:10) 
Company
Job Type
Permanent 
Description

Financial Advisor / IFA Opportunities
Across the West / East and South Yorkshire regions
£ Salaried, Self-Employed, & Earn-Out Opportunities Available

I am currently working with a number of prestigious IFA & Wealth Management firms across the above region who are seeking to appoint additional Advisors in 2016. With a more favourable outlook ahead, I am working with a wide range of businesses from boutique, family orientated firms, mid-sized independent practices, right through to national entities, all with sustainable, secure, and quality-led growth at the forefront of their plans.

Opportunities are available in most areas on either a salaried…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£50,000 - £60,000/annum benefits 
Location
Somerset
Posted
16/05/2016 (11:31) 
Company
Job Type
Permanent 
Description

A Chartered Financial Planning firm are looking for an Independent Financial Adviser to manage a portfolio of clients from small business owners to high net worth clients, to advise them on a holistic basis across all areas of pensions, investments, protections and tax mitigation.

The successful candidate will be expected to develop strong relationships with the accountancy partners in order that new clients can be brought on board and develop new business. They will deliver a high quality, technically competent and compliant service to clients and service existing business in a timely and professional manner.

The position is supported…

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Salary/Rate
£30,000 - £50,000/annum Car Allowance + Benefits 
Location
Sheffield
Posted
19/05/2016 (09:40) 
Company
Job Type
Permanent 
Description

Exchange Street is currently working with one of the region's leading independent practices as they look to recruit a consultant in Sheffield to take over an existing portfolio of approximately 100 clients with ongoing advice requirements. Set up to provide bespoke independent financial planning to both private and corporate clients, this established practice enjoys an outstanding reputation for their service proposition and professionalism.

Predominantly office based, responsibilities of the role are focused on providing a high quality holistic financial planning service to the firm's loyal client base. Working closely within a team of 5 experienced…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£35,000 - £80,000/annum 
Location
Exeter, Devon
Posted
10/05/2016 (09:56) 
Company
Job Type
Permanent 
Description

Job Title: Independent Financial Adviser

Locations: Nationwide vacancies with key hotspots in:

Bournemouth, Doncaster, Exeter, Hull, Northern Ireland, Plymouth, Portsmouth, Sheffield, Southampton, Swansea and Taunton

Salary: Basic Salary of £35,000 - £45,000 for Diploma qualified Financial Advisers

Basic Salary of £50,000 - £55,000 for Chartered qualified Financial Advisers

Plus Advisers will receive car allowance, holiday pay, phone, laptop etc. Transitioning over to a self-employed contract in 12 months’ time

OTE £80,000+ pa

Proposition:

* Criteria: Candidates must have a good track record with desire to build…

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Job Type
Permanent 
Applications
Less than 10
 
Location
Leeds, Yorkshire
Posted
13/05/2016 (11:02) 
Company
Job Type
Permanent 
Description

Due to continued growth our client a leading international brokerage, wealth and risk management consulting firm based in Leeds are seeking an experienced IFA to join their highly successful Wealth Management team. Working with an existing client base and also self-generating new leads to grow the business the successful applicant will have a strong track record offering regulated financial advice within the personal / private client market with excellent interpersonal and client relationship management skills.

In addition to the above you will demonstrate a history of cultivating and maintaining strong, longstanding relationships with clients…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£35,000 - £80,000/annum 
Location
Posted
10/05/2016 (20:01) 
Company
Job Type
Permanent 
Description

Leading Wealth IFA Require Employed Independent Financial Advisers. Fully supported by strong administration team and Field based Business Development Managers

Locations: Nationwide vacancies with key hotspots in:
Bournemouth, Cardiff, Doncaster, Exeter, Hull, Northern Ireland, Plymouth, Portsmouth, Sheffield, Southampton, Swansea and Taunton

Basic Salary of £35,000 - £45,000 for Diploma qualified Financial Advisers
Basic Salary of £50,000 - £55,000 for Chartered qualified Financial Advisers
Plus, benefits £400pm Car allowance, holiday pay, phone, laptop etc.

Bonus: 2.75x salary validation (made up of…

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Location
Bath, Somerset,
Posted
17/05/2016 (17:03) 
Company
Job Type
Permanent 
Description

Independent Financial Advisor

Salary: £30,000 - £60,000 (depending on experience)

A fantastic opportunity has arisen to join a Financial Planning firm, who provide comprehensive, innovative and practical fee based wealth management services for individuals and businesses

Due to further business expansion they have an opening for an indpendent financial advisor to join their team.

Role

To provide an all round financial planning service to clients

Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built. Provide inter office referrals within group to ensure…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£60,000 - £80,000/annum comprehensive benefits, bonus 
Location
Leeds
Posted
09/05/2016 (17:19) 
Company
Job Type
Permanent 
Description

Independent Financial Advisor
Leeds
£60,000 - £80,000 basic (negotiable higher for top performers) plus comprehensive benefits package and commission structure

I am currently looking for a high performing, well qualified and experienced IFA to work for a successful National Wealth Management firm in their Leeds office.

The successful applicant will have a strong track record offering whole of the market, regulated financial advice within the personal / private client market. My client are looking to welcome someone who will ideally be qualified up to chartered status (or close to). You will be able to demonstrate a history of cultivating…

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Salary/Rate
£25,000 - £35,000/annum 
Location
Solihull, West Midlands
Posted
18/05/2016 (10:56) 
Company
Job Type
Permanent 
Description

Overview:
An excellent opportunity for a Paraplanner to join a reputable IFA practice in Solihull, on a permanent basis working in a strong team-focussed environment.

Main Duties:
A fantastic opportunity has arisen for an experienced Paraplanning Professional to join a firm of Independent Financial Advisers based in Solihull.

Key Accountabilities will be as follows:

• Helping Independent Financial Advisers assess clients’ personal circumstances and providing full paraplanning support to ensure suitable financial products are recommended.
• Checking of Fact Find Information to ensure it meets FCA requirements.
• Assisting with the identification…

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Job Type
Permanent 
Applications
More than 10
 

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Salary/Rate
£18,000 - £22,000/annum 
Location
Kendal, Cumbria   Also in other locations
    Posted
    18/05/2016 (10:56) 
    Company
    Job Type
    Permanent 
    Description

    Morris Jones Consulting Ref:
    F795746PJB

    Job Title:
    Technical IFA Administrator – Kendal

    Overview:
    An excellent opportunity has arisen for a dynamic IFA Administrator to join a well-established and supportive IFA practice in their Kendal office, on a permanent basis.

    Main Duties:
    A fantastic opportunity has arisen for an experienced IFA Support Professional to join a firm of Independent Financial Advisers based in Kendal.

    Key Accountabilities will be as follows:

    • Providing full technical administration and some paraplanning support to IFAs.
    • Researching investments, pensions and protection on behalf of consultants, obtaining quotations…

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    Salary/Rate
    £25,000 - £35,000/annum Excellent benefits 
    Location
    London
    Posted
    16/05/2016 (12:23) 
    Company
    Job Type
    Permanent 
    Description

    Due to further expansion Green Street Advisors seeks highly motivated graduates with superior academic credentials to join its equity research team in London. Candidates will have a demonstrable interest in financial and commercial property markets and willingness to pursue the Chartered Financial Analyst (CFA) qualification.

    Green Street Advisors, a pre-eminent independent equity research firm, offers the unique opportunity to launch a career in equity research.
    Minimum requirements:
    Finance or economics related degree from a top-tier school
    • Strong knowledge of advanced Microsoft Excel functions and superior financial modeling and valuation…

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    Job Type
    Permanent 
    Applications
    More than 10
     
    Job Title
    Salary/Rate
    £25,000 - £28,000/annum 
    Location
    Glasgow
    Posted
    13/05/2016 (10:56) 
    Company
    Job Type
    Permanent 
    Description

    Cordant People are currently recruiting for an IFA Administrator for their prestigious client based in Glasgow City Centre. Our client is a highly successful independent financial advisers and major force within the industry; they provide a tailored service and consultative advice to personal and business clients.

    The role of the Administrator will be to provide technical support and guidance to the Financial Adviser in all areas of finance including pensions, mortgages, general insurance, tax and investment management.

    The role will involve but not be limited to;

    * Processing clients personal information provided by the financial advisor

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    Salary/Rate
    £25,000 - £28,000/annum 
    Location
    Glasgow
    Posted
    11/05/2016 (17:46) 
    Company
    Job Type
    Permanent 
    Description

    Senior IFA Administrator

    Glasgow City Centre

    £25,000 - £28,000 Depending on Experience

    Cordant People are currently recruiting for Senior IFA Administrator for their prestigious client based in Glasgow City Centre. Our client is a highly successful independent financial advisers and major force within the industry; they provide a tailored service and consultative advice to personal and business clients.

    The role of the Senior Administrator will be to provide technical support and guidance to the Financial Adviser in all areas of finance including pensions, mortgages, general insurance, tax and investment management.

    The role will involve…

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    Salary/Rate
    £30,000 - £60,000/annum 
    Location
    Cheshire
    Posted
    11/05/2016 (14:41) 
    Company
    Job Type
    Permanent 
    Description

    Job description

    My Client is actively looking for a Pension Transfer Specialist IFA to join their company based in Cheshire. There is the potential for a large active client bank for the successful candidate and a good source of leads. This is an exciting opportunity to join a new company and become integral in the development of this organisation.

    The Role

    * You will be an ambitious and experienced IFA with high earning potential.
    * Pension transfers, scheme servicing experience.
    * Your hands on approach, coupled with your ability to encourage and motivate others will underpin your drive to build new and existing business with…

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    Job Title
    Salary/Rate
    £45,000 - £55,000/annum Pension, Private Medical Cover 
    Location
    Manchester
    Posted
    13/05/2016 (15:33) 
    Company
    Job Type
    Permanent 
    Description

    My Client is actively looking for an experienced and employed IFA to join their team in Manchester City Centre. There is an large active client bank for the successful candidate and a good source of leads

    THE ROLE

    * You will be an ambitious and experienced IFA with high earning potential. Your hands on approach, coupled with your ability to encourage and motivate others will underpin your drive to build new and existing business with clients, securing strong relationships at all levels.
    * Demonstrable record of high sales success
    * Proven knowledge of FSA regulations and all codes relevant to the business to ensure compliance at all times…

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    Job Title
    Location
    Posted
    10/05/2016 (18:18) 
    Company
    Job Type
    Permanent 
    Description

    IFA Administrator
    Preston, close to public transport links
    up to £23,000 + benefits + training

    I am pleased to be working in partnership with an award-winning practice of Independent Financial Advisers, in managing the appointment of a Financial Services Administrator to join their friendly & vibrant team in Preston due to growth within the business.

    This represents an exceptional opportunity to join a firm with immaculate reputation for both client and employee satisfaction alike, as well as an established track record for training and development opportunities.

    Your role will be vital within the business and will involve working in close…

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    Job Title
    Salary/Rate
    £25,000 - £32,000/annum 25K plus bonus to 32K plus benefits 
    Location
    Leeds, West Yorkshire   Also in other locations
      Posted
      21/05/2016 (09:18) 
      Company
      Job Type
      Permanent 
      Description

      We are looking to recruit a Paraplanner to actively support a Financial Adviser within a prestigious national Wealth Management firm.

      You should be enthusiastic, analytical, with attention to detail and have the drive and desire to work to ensure the practice succeeds at a high level.

      Most of the work is office-based and the work can be very pressurised especially at key times of the year, where you will be working to deadlines, so you should enjoy the challenges this brings as well as the rewards.

      Job Summary:

      You will be providing vital support to the Adviser, which includes researching products and different types of funds, preparing…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Salary/Rate
      £13,000 - £16,000/annum 
      Location
      Bromsgrove
      Posted
      23/05/2016 (15:49) 
      Company
      Job Type
      Permanent 
      Description

      Amy/BCR/4419 Finance Administration Assistant

      Are you an experienced Finance Administrator with experience of supporting Independent Financial Advisors? If so we could have the perfect opportunity for you. Our client provides support services to nationwide IFA's, and they are in search of a talented and driven professional who can demonstrate their administrative skills within a busy financial operation, to support a number of IFA's with administrative tasks. With excellent prospects for progression, key duties as a Finance Administrator will include:

      *

      Processing correspondence of new business
      *

      Obtaining quotes and evaluations…

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      Salary/Rate
      £30,000 - £40,000/annum earnings uncapped 
      Location
      Bristol
      Posted
      27/04/2016 (13:27) 
      Company
      Job Type
      Permanent 
      Description

      Independent Mortgage Advisor - will consider Cemap 1 and 2 only, or Cemap 1,2 and 3

      Salary Negotiable - Earnings potential £30,000 - £40,000 uncapped - Self-employed

      Based: North Somerset / Bristol

      The Role

      A Mortgage Advisor / Broker is required to advise clients on mortgage solutions to suit their individual financial circumstances, matching their requirements to the most competitive market products available from the whole of market. The role is a self-employed one, however, you will be given all the support you would expect from a permanent employee role.

      The Company

      Our client is a financial services partnership trading for over 20…

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      Salary/Rate
      £20,000/annum 
      Location
      Exeter
      Posted
      19/05/2016 (17:32) 
      Company
      Job Type
      Permanent 
      Description

      Part Time Financial Services Administrator

      Exeter

      £20,000

      An excellent opportunity has arisen to join a very successful IFA practice as an 'IFA Administrator' within their London office. This IFA practice has been operating within independent financial planning for over fifteen years now and its financial heritage stretches back to the 19th century. With this history has come a rich understanding of the financial world and their profit margins in their wealth management division have soared recently and this has been recognised within the financial press.

      The role of 'IFA Administrator' is an excellent stepping stone between the realm of…

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      Location
      Sheffield, South Yorkshire
      Posted
      29/04/2016 (12:54) 
      Company
      Job Type
      Permanent 
      Description

      My client is a leading national Independent Financial Adviser (IFA) and Wealth Management firm based in Sheffield, providing specialist advice on financial planning, retirement planning, investments, mortgages, and protection.

      They are looking to recruit a Senor Administrator/Team Leader to Manage the support team, report directly to the Partners and delegate work to the admin support staff.

      Candidates need to have experience in Financial Services/Mortgages and able to demonstrate ability to manage a team.

      KEY TASKS AND RESPONSIBILITIES

      1. Adviser Support
      • Processing all new business compliantly and according to the procedures laid…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Salary/Rate
      £30,000 - £38,000/annum 
      Location
      Warwickshire
      Posted
      16/05/2016 (11:15) 
      Company
      Job Type
      Permanent 
      Description

      My client are the UK's first online independent financial adviser and fully regulated advice via simple online apps. Pioneering the combination of chartered financial planning, actuarial science and smart software technology to deliver expert advice at an affordable cost via the internet.

      Role Purpose
      The purpose of the roles is to support the development of all aspects of our propositions across three key channels of direct-to-consumer, employer solutions and enterprise.

      We seek individuals who can positively contribute to all aspects of the business, including our Centralised Investment Proposition, Fund and Product Research, designing…

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